Claim Results

Unclaimed property capital allowances identified £118,000
Total Tax Benefit £25,190
Total Tax Refund £2,911 for 2015 & 2016
Total Tax Savings £20,163 for 2017
Total Tax Savings £2,116 in future years
Claim percentage 20%
Total Cost £596,000
Capital Allowances Identified £118,000

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Home / Case Studies / Freehold purchase and leasehold expenditure – warehouse

Freehold purchase and leasehold expenditure – warehouse

About our client

This client specialises in intelligent solutions for the public sector. The company traded from 3 units in which they owned the freehold of one (Unit A) and leased the other two (Units B & C). Since the acquisition in 2006 of Unit A the company has expanded and acquired the lease of Units B & C in 2016.

In this case study we show how significant tax savings can be achieved from not only freehold purchases but also leasehold expenditure.

About the claim

Unit A - Owned
Unit B - Leased
Unit C - Leased

Unit A - Owned
- Cost to acquire freehold in 2006 – £432,000
- Identified Claim – £77,000
Unit B - Leased
- Property Improvements completed in 2016 – £82,000
- Identified Claim – £30,000
Unit C - Leased
- Property Improvements completed in 2016 – £82,000
- Identified Claim – £11,000